EP Wealth Advisors’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

EP Wealth Advisors’s Portfolio BSTZ Stock Details BSTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$365K	Buy	+12,163	New	+$336K	﹤0.01%	1188

Other funds holding BSTZ

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

EP Wealth Advisors's BSTZ Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in BlackRock Science and Technology Term Trust (BSTZ) in Q2 2026: 12,163 shares worth $365K. The stake represents ﹤0.01% of the portfolio and ranks #1188 among its holdings.

152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

EP Wealth Advisors held 12,163 shares of BlackRock Science and Technology Term Trust worth $365K as of Q2 2026.
BlackRock Science and Technology Term Trust was a new EP Wealth Advisors position in Q2 2026.
BlackRock Science and Technology Term Trust made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1188 holding.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.